Integrations

Welcome to our official CRM feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, something we need to Restore from the classic CRM interface)!

We want to hear from you! How can we improve our CRM software to better serve your business?

In this section, please let us know if any of our existing integrations with other services could use improvement.
If you don’t see that we integrate with another service, but you’d like to see us do so in the future, please let us know what that service is and what the benefits of establishing an integration with that service would mean for your business!

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  • My feedback
  1. Integrate the Dave Ramsey Smartvestor Pro with Redtail

    It would be great if the Smartvestor Pro website would integrate with Redtail so new leads could be imported into Redtail to create a contact.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Allow chosen Home Page to be accessed from 3rd party applications such as Fusion

    I have my home page set to "Markets". However, when I access Redtail though Fusion, it opens to the "Today" page. I am told this is by design. Please change the design to allow your chosen home screen open from third party applications. Thank you.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Active Directory

    Being able to have users automatically created when their AD account is created would make user creation easier.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Waze

    We would greatly appreciate a way to track the mileage for our offsite appointments. If there is a way to integrate with Waze or add in a Starting and Ending address, it would add some great functionality within Redtail. Thanks.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 16 votes
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    3 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add compatibility for content controls for all Microsoft Office Templates (Mail Merge, email templates, ect.)

    Add compatibility for content controls for all Microsoft Office Templates (Mail Merge, email templates, ect.)

    While some of the information can be automated, we still need a way to ensure that all data is added correctly to our templates. We use drop downs and date pickers, etc. to ensure that all templates are filled out correctly and completely. Please add this compatibility.

    27 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Link Market to CRM

    We would love if the market was integrated with the CRM and we got alerts/automation updates on when the market or an account portfolio drops by a significant amount. It would be very helpful to get an email notification or alert with a list of clients that have had a recent significant drop so we can review and manage their account in the most efficient and timely manner.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Paperless Post

    Consider integration for event tracking with paperless post.

    10 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Redtail Imaging

    Allow Upload of Images from within CRM (better integration!)

    The integration between Imaging and CRM is relatively weak since you can't upload files from the CRM and have to launch another program. As a consequence we tend to launch Imaging separately and ignore the current Imaging/CRM integration, eliminating its value. If we can't manage Imaging from within CRM it has no utility over another third party DMS.

    15 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. single sign on SAML capability

    Salesforce offers SAML single sign on integration with OKTA and others. Please add this feature to allow firm-wide administrative controls of Redtail credentials (as we have for other SAAS based apps we use for the firm).

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    37 votes
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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Matchmyemail.com

    matchmyemail.com this product will sync e-mail with & any version of Outlook. Contact them to see if they could develop one for Red Tail.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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